Vanguard Legal Group proudly offers personalized, comprehensive Estate Planning services tailored for CU SoCal members.
Take our Free Estate Planning Survey below, or schedule your Free Consultation today!
Rated 4.8 Stars
With decades of experience exclusively serving Californians, Vanguard Legal Group specializes in protecting assets, preserving legacies, and simplifying Estate Planning with clarity and confidence.
Our Complete Trust Package provides everything you need to safeguard your Estate and ensure your wishes are honored, including:
Simple. Easy. Peace of mind.
Take a moment to answer the questions below to find out if you need a living trust. You’ll be glad you did!
Your answers in GOLD indicate you are unprotected and should immediately speak to an attorney because you need a Trust.
Whether you’re new to Vanguard or an existing client, our dedicated Client Services team is here to support CU SoCal members.
Use the form, or call us at (888) 392-1973, to tell us about your needs. We’ll provide the guidance you’re looking for!